• Donor-Advised Funds

    The new University of Miami Donor-Advised Fund allows donors to make charitable contributions, receive an immediate tax benefit, and recommend grants to the U and other qualified charities over time. A popular and simple vehicle for effective charitable giving.
    More

  • CARES Act and Other Opportunities

  • A charitable gift could bring a lifetime of benefits

    • You may enjoy a wide variety of tax savings and other benefits
    • You will have the satisfaction of helping UM fulfill its mission
    • You will leave a legacy at UM for generations to come

  • Charitable Gift Annuity

    By donating cash or stock, you can receive a fixed payment from UM for the rest of your lifetime and benefit the U.
    More

  • Gifts of Real Estate

    Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to the University of Miami.
    More

  • IRA Gifts

    If you are 70½ or older you may be interested in a planned gift that reduces the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can support UM while benefiting yourself. Or at any age, designating UM as a beneficiary of your IRA can be a great way to remove highly taxed assets from your estate.
    More

  • Bequests

    By designating the University of Miami as a beneficiary in your will, trust or beneficiary designation form, you’re ensuring the future of the University.
    More

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Donor Advised Fund

Are you looking for a way to benefit the University of Miami both now and in the future? Would you like to simplify your annual and lifetime charitable giving? What if you could support the U, and make gifts to other charities you care about, all from one convenient centralized account? You can accomplish all this, and even more, with a donor-advised fund.

A donor-advised fund is like a charitable investment account, for the sole purpose of supporting charitable organizations you care about. When you contribute cash, securities, or other assets to a donor-advised fund, you are generally eligible to take an immediate tax deduction. Those funds are then invested for tax-free growth and you can recommend grants on your timetable to any IRS-qualified public charity, including the University of Miami.

If you already have a donor-advised fund, you can always support the University of Miami with grant recommendations from your account. You may also wish to consider incorporating your donor-advised fund into your estate plan by making a bequest in your will or trust of your donor-advised fund.

Donor-Advised Fund
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Donor-Advised Fund
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The University of Miami, in partnership with BNY Mellon Charitable Gift Fund, now offers its own Donor-Advised Fund. The University of Miami Donor-Advised Fund is a great new way to formalize your support and commitment to the U and other qualified charities and receive tax benefits. Once you have funded your donor-advised fund account, you can make gifts to the University or any other qualified charity at any point during your lifetime. Click here for more information.

Benefits of a donor-advised fund

  • Establish a simple and flexible way to maximize the impact of your charitable giving
  • Benefit immediately from a charitable income tax deduction in the year that your gift was made
  • Receive an estate tax deduction and savings from your gift
  • Develop a strategic giving approach on your own timetable that better supports your philanthropic vision
  • Support the University of Miami and/or other approved charities you care about from just one account
  • Easily centralize record keeping and streamline tax documentation

How a donor-advised fund works

  1. You make an initial, irrevocable gift of cash or stock to fund a donor-advised fund.
  2. The assets in your donor-advised fund grow tax-free through professionally managed investments.
  3. You make grant recommendations to any qualified public charity from your donor-advised fund. You may even specify a specific college, program or use.
  4. You can support your legacy planning by incorporating your donor-advised fund into your estate plan.

More on donor-advised funds

A donor-advised fund has several advantages when compared to a private foundation. The start-up time and costs are minimal for donor-advised fund, and gifts to donor-advised funds are generally deductible at fair market value. Donor-advised funds are also not subject to the distribution requirements and certain excise taxes faced by private foundations.

Contact us

To learn more about how a donor-advised fund – including the University of Miami Donor-Advised Fund – works and whether it might be right for you, please contact us. We would be happy to assist you and answer any questions you might have.

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